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Our Mission Statement

To build a generational business to enrich and protect the lives of our clients.

Our Vision Statement

To be the premier agricultural and business planning firm in the area.

Our Team

Alex Vasichek




As the owner of Elevate Financial, Alex’s client focused approach to business makes him stand out from the rest.Coming from a small town, agricultural background, Alex understands the needs of farmers, ranchers, as well as the...

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Dannie Robertson

Executive Assistant


Dannie is from Fargo, ND. She comes to us with more than 14 years of experience in the financial industry. Dannie enjoys watching movies, exploring new restaurants and spending time with her son, Owin.
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Matthew Tangen

Financial Paraplanner


As the Financial Paraplanner, Matt is focused on assisting with day to day activities to continue to build and maintain relationships with each of Elevate Financial's valued clients. With a strong back background in customer service,...

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